Filed August 5, 2026 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OP. CO., INC. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $420 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,151 | $57,976+48.6% | $62,995+36.8% | $62,292+38.3% |
| Participation rate | 99.1% | 75.9%+23.2pp | 74.8%+24.3pp | 69.5%+29.6pp |
| Annual return | 14.89% | 17.54%-2.6pp | 87.57%-72.7pp | 28.90%-14.0pp |
| Employer contribution / active EE | $5,516 | $2,415+128.5% | $2,759+99.9% | $2,042+170.1% |
| Participant deferral / active EE | $6,145 | $2,956+107.9% | $3,329+84.6% | $3,169+93.9% |
| Admin fee / account holder | $1 | $276-99.7% | $3,600-100.0% | $479-99.8% |